+187.5%
NVT vs FLNC
-62.9%
+250.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.5% | +2.2% | +4.3% |
| 7D | +4.1% | -4.1% | +8.1% | +4.7% |
| 30D | -5.1% | -24.8% | +19.6% | -1.4% |
| 3M | -1.2% | -59.1% | +57.9% | +10.8% |
| 6M | +46.6% | -42.0% | +88.5% | +52.8% |
| YTD | +60.0% | -49.8% | +109.8% | +67.3% |
| 1Y | +70.8% | +43.1% | +27.7% | +53.9% |
| 3Y | +187.5% | -61.0% | +248.5% | +177.0% |
| All | +187.5% | -62.9% | +250.4% | +177.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FLNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling